News from HR

Learn about individual sessions with CAPTRUST Financial Advisors, onsite visits to Hillsborough and Morrisville by Fidelity, and the upcoming Total Retirement Planning Conference.

CAPTRUST Financial Advisors Individual Session 

CAPTRUST Financial Advisors, the independent advisor that works on the UNC retirement program,  will be conducting individual consultations on Friday, Feb 8 from 8 a.m. to 5 p.m. in the Medical School Wing C (old motel) Room 102.  These one-on-one sessions are offered to you solely as a benefit; be assured that CAPTRUST's role is not to sell you anything, but purely to help you make sound investment decisions. You can schedule an appointment for the individual sessions with a professional CAPTRUST Financial Advisor by following these simple steps:

  • Choose the location
  • Choose an available 30 minute session
  • Enter your information and click “Schedule It”
  • A confirmation email will then be sent immediately
  • A reminder email will also be sent 24 hours in advance of the meeting
  • If you need to cancel or change your meeting time, click the link received in the confirmation/reminder email. Then enter your last name and confirmation number.

Click here to schedule an individual appointment:

Topics covered in the half-hour individual sessions include, but are not limited to the following:

  • Understanding the changes to your plan and how they affect your retirement goals
  • Retirement Planning and Investment Strategy
  • General Financial Planning
  • Assist you with choosing a new retirement provider
  • Determine if you are on track to achieve your retirement goal

Fidelity Sessions - Hillsborough 

A Fidelity representative will be available on-site for one-on-one appointments and education sessions Friday, Feb. 8 from 11 a.m. to 5 p.m. at the Hillsborough HBT Conference Room 10011.  Please register at www.fidelity.com/reserve or call 1-800-642-7131.

As someone who helps others for a living, your own financial well-being is often the last thing on your mind. That’s why Fidelity is here to help you develop a real, relevant plan for your investments. And we can do it on your terms. Fidelity has over 67 years of investing experience, and as a leading retirement provider to higher education institutions, we’re committed to helping you meet your goals.


Fidelity Sessions - Morrisville 

A Fidelity representative will be available on-site for one-on-one appointments and education sessions Friday, Feb. 15 from 1 to 5 p.m. at the Morrisville MO 4 Integrity Conference Room. Please register at www.fidelity.com/reserve or call 1-800-642-7131.

As someone who helps others for a living, your own financial well-being is often the last thing on your mind. That’s why Fidelity is here to help you develop a real, relevant plan for your investments. And we can do it on your terms. Fidelity has over 67 years of investing experience, and as a leading retirement provider to higher education institutions, we’re committed to helping you meet your goals.


Total Retirement Planning Conference - Planning for a Successful Retirement 

This conference will provide an orientation for new members, pre-retirement planning information for members closer to retirement, and educational information for personnel officers and others who handle retirement matters. In addition, Prudential Retirement, our defined contribution plans administrator will offer information on the Supplemental 401(k), 457, and 403(b) plans.

Scheduled on Thursday, February 14 from 11 a.m. to 1 p.m. at the Piedmont Community College, PCC Room S-100, 1715 College Drive, Roxboro, NC 27573.  Click here to register for this session.

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